PREIX vs. EQPGX
Compare and contrast key facts about T. Rowe Price Equity Index 500 Fund (PREIX) and Fidelity Advisor Equity Growth Fund Class I (EQPGX).
PREIX is managed by T. Rowe Price. It was launched on Mar 30, 1990. EQPGX is managed by Fidelity. It was launched on Nov 22, 1983.
Performance
PREIX vs. EQPGX - Performance Comparison
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PREIX vs. EQPGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PREIX T. Rowe Price Equity Index 500 Fund | -3.71% | 19.24% | 24.78% | 26.07% | -18.27% | 28.48% | 18.17% | 31.47% | -4.59% | 21.01% |
EQPGX Fidelity Advisor Equity Growth Fund Class I | -4.21% | 14.60% | 29.99% | 35.60% | -24.45% | 22.94% | 43.80% | 34.01% | 0.17% | 35.19% |
Returns By Period
In the year-to-date period, PREIX achieves a -3.71% return, which is significantly higher than EQPGX's -4.21% return. Over the past 10 years, PREIX has underperformed EQPGX with an annualized return of 14.07%, while EQPGX has yielded a comparatively higher 17.20% annualized return.
PREIX
- 1D
- 0.72%
- 1M
- -3.45%
- YTD
- -3.71%
- 6M
- -0.27%
- 1Y
- 18.74%
- 3Y*
- 18.90%
- 5Y*
- 12.05%
- 10Y*
- 14.07%
EQPGX
- 1D
- 1.27%
- 1M
- -2.67%
- YTD
- -4.21%
- 6M
- -4.04%
- 1Y
- 17.96%
- 3Y*
- 20.66%
- 5Y*
- 11.40%
- 10Y*
- 17.20%
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PREIX vs. EQPGX - Expense Ratio Comparison
PREIX has a 0.15% expense ratio, which is lower than EQPGX's 0.71% expense ratio.
Return for Risk
PREIX vs. EQPGX — Risk / Return Rank
PREIX
EQPGX
PREIX vs. EQPGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Equity Index 500 Fund (PREIX) and Fidelity Advisor Equity Growth Fund Class I (EQPGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| PREIX | EQPGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 0.87 | +0.20 |
Sortino ratioReturn per unit of downside risk | 1.62 | 1.36 | +0.26 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.19 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.65 | 1.54 | +0.11 |
Martin ratioReturn relative to average drawdown | 7.85 | 5.37 | +2.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PREIX | EQPGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 0.87 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.57 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.84 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.60 | 0.00 |
Correlation
The correlation between PREIX and EQPGX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PREIX vs. EQPGX - Dividend Comparison
PREIX's dividend yield for the trailing twelve months is around 3.83%, more than EQPGX's 0.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PREIX T. Rowe Price Equity Index 500 Fund | 3.83% | 3.66% | 1.17% | 1.32% | 1.50% | 1.56% | 1.97% | 2.13% | 2.60% | 1.30% | 2.03% | 2.02% |
EQPGX Fidelity Advisor Equity Growth Fund Class I | 0.55% | 0.52% | 10.64% | 0.48% | 1.96% | 11.42% | 10.84% | 8.56% | 6.43% | 11.57% | 5.90% | 2.21% |
Drawdowns
PREIX vs. EQPGX - Drawdown Comparison
The maximum PREIX drawdown since its inception was -55.32%, smaller than the maximum EQPGX drawdown of -62.00%. Use the drawdown chart below to compare losses from any high point for PREIX and EQPGX.
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Drawdown Indicators
| PREIX | EQPGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.32% | -62.00% | +6.68% |
Max Drawdown (1Y)Largest decline over 1 year | -8.93% | -12.57% | +3.64% |
Max Drawdown (5Y)Largest decline over 5 years | -24.60% | -29.81% | +5.21% |
Max Drawdown (10Y)Largest decline over 10 years | -33.81% | -31.11% | -2.70% |
Current DrawdownCurrent decline from peak | -5.60% | -7.64% | +2.04% |
Average DrawdownAverage peak-to-trough decline | -8.76% | -13.80% | +5.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.55% | 3.66% | -1.11% |
Volatility
PREIX vs. EQPGX - Volatility Comparison
The current volatility for T. Rowe Price Equity Index 500 Fund (PREIX) is 5.38%, while Fidelity Advisor Equity Growth Fund Class I (EQPGX) has a volatility of 7.79%. This indicates that PREIX experiences smaller price fluctuations and is considered to be less risky than EQPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PREIX | EQPGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.38% | 7.79% | -2.41% |
Volatility (6M)Calculated over the trailing 6-month period | 9.50% | 13.37% | -3.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.29% | 21.86% | -3.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.00% | 20.16% | -3.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.08% | 20.49% | -2.41% |